The top section of the Quote form, called the Quote header, records information relating to the quote.
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Some letters in the field names within the header are underlined, eg. Cust#. Using Alt+ the underlined letter will jump to the field beside that heading. |
When adding a quote, Jim2 will prompt for user input by placing the cursor in the appropriate fields that the user is required to complete. The fields within the Quote header are described below.
Field |
Explanation |
|---|---|
Quote# |
This is a quote number automatically generated by Jim2. It cannot be changed. |
Cust# |
Enter the customer code from the cardfile. |
Status |
The status of the quote. |
Price Level |
The price level of the customer as set up in the cardfile. |
Name |
The name of the user responsible for the quote. This will default to the user who is adding the quote but can be changed. If a user doesn't appear, they can be added via the Item#. |
Cust Ref# |
A reference number from the customer, if supplied. A customer reference is required to be entered here. Possibly use the name of the person from the customer if no reference number is supplied. |
From# |
Enter the card code of the customer who requested the quote. |
Priority |
The priority of the quote. |
Tax Paid |
This box will be automatically ticked if the customer is taxable (determined by the information on their cardfile). |
Acc Mgr |
This field is updated with the customer account manager when the Cust# is entered. |
Job# |
When a quote is created from a job, that job number is automatically entered into this field, and there is an account manager nominated on the cardfile.
When you create a job from quote, the Job# will not appear in the quote header. The Quote# will appear in the job header.
Similarly, when you create a quote from Jjob, the Job# will appear in the quote header. |
Ship# |
The card code of the customer the goods will be delivered to. |
Type |
Specify the type of quote. The types are as per job types set via Tools > Setups > Jobs > Job Type. Quote type is also available in the quote list header, grid details, and Create Similar function. |
Probability % |
The probability (percentage) of obtaining a successful outcome to this quote. |
Tax Total |
This will default to either tax paid down or tax free up, according to whatever is set up in Job Options. |
Date In |
The date and time that the quote was added to Jim2 (automatically time and date stamped). |
Required |
The date the quote is required by. |
Valid Until |
Use this date field to specify when a quote is valid until. This is very useful for goods that have variable pricing depending on date of order, etc. |
Attn. |
Who this quote is directed to at the customer's office. |
Item# |
The Item attached to this quote. |
Desc. |
The description of the Item attached to this quote. |
Serial# |
Enter the serial number, if required. |
Our Ref# |
Enter an appropriate reference. |
Project# |
This field is automatically updated if a quote is created from a job that has been created from a project. This field can be manually edited to link a quote to a project. This only applies to Managed Print Services or Managed Services. Linking a quote to a project provides a more complete view of the project from the Overview tab (on the project), as it compares what was quoted with what has been invoiced. |
Invoice Desc. |
Only displayed if the selected Item# has the Display Invoice description option ticked on its record. Maximum of 8,000 characters. |
Branch, Sub-Branch, GL Dept |
Branch/Sub-Branch/GL Dept will be required, if branches are enabled. |
Hyperlinked fields
The following Items fields provide hyperlink access to view associated information. Hovering the cursor over the wording to the left of the field will display the label name in blue if it is hyperlinked. Click on the label and choose the option to view.
Hyperlink |
Action |
|---|---|
Item# |
Opens the Item record. |
Cust# |
Opens the customer cardfile or debtor record, or allows the creation of a quote list for that customer. |
From# |
Opens the cardfile of the customer requesting the quote. |
Ship# |
Opens the cardfile of the customer this job is being shipped to. |
Name |
Opens the user's cardfile. |